Deals 

The Deals module in Composity allows you to create, manage, and track client offers and opportunities effectively. It provides the tools you need to ensure every offer is well-documented and actionable throughout the sales process.

In the Deals module, you can:

• Record Offers: Create deals specific to clients, including the associated products or services.
• Assess Probabilities: Assign a probability to each deal to estimate the likelihood of conversion and prioritize opportunities.
• Track Validity Periods: Set the validity period for offers to manage timelines and follow up promptly.
• Assign Contacts: Link deals to relevant contacts to maintain clear accountability and communication.

• View Detailed Information: Access all deal details, such as terms, stages, and associated accounts, in one location.

  
  Create Deals

To create a new deal, navigate to the Deals module and click the New Deal button at the top of the dashboard. This will open a blank deal form with various fields and tabs to configure.

Client Information

Each deal can be linked with a specific customer and account, making it easy to track who the deal is with and manage relationships effectively.

• New Customer: Select an existing customer from the list or add a new one by clicking on the "New account" option.
• Account: Choose the account from the list to which the deal will be associated.
• Address: address associated with the account data will automatically be filled in here.

TIP: Here enter the probability percentage based on your assessment of the deal’s stage, customer engagement, and other relevant factors. This can be adjusted over time as the deal progresses and new information becomes available.

Items Line table

The Items table allows you to specify the products or services involved in the deal.

Item Details

For each item, you can specify the following details:

• Description: A brief description of the product or service.
• Measure: The unit of measurement (e.g., pieces, kilograms).
• Quantity: The number of units involved in the deal.
• Unit Price: The price per unit of the item.
• Currency: The currency in which the deal is being made.
• Rate: The exchange rate, if applicable.

TIP: Currencies and exchange rates can be set up in Administration‣Currency. This is particularly useful for businesses operating internationally, as defining currency rates ensures automatic conversion between currencies.

Add Item

To add a new product or service to a deal:

• Click the “Add item” button.
• A form will appear where you can input details about the product or service you want to add.
• Alternatively, you can use the Import button to bring in items from an existing file instead of adding them manually.

 Note: Items are managed in the Administration‣Items section. Click here for a guide on adding items to your product or service list.

Search for Items

To find existing products or services in your item list:

• Use the search bar to locate items quickly.

Payment & Terms

Specify the payment method and terms for the deal:

• Payment Method: Choose from options like Bank Transfer, Credit Card, etc.
• Incoterm: Select the relevant Incoterm for the deal.
• Comments: Add any additional comments related to payment or delivery terms.

Dates & Expiry

Define the important dates related to the deal:

• Due Date: The date when payment is due.
• Expiration Date: The last date the deal is valid.

Client Type & Attachments

Provide details related to the client and deal-related documents:

• Client Type: Specify whether the client is B2B (Business-to-Business) or B2C (Business-to-Consumer).
• PDF File: Attach any relevant documents such as contracts or proposals.

Deals Profile

To view the details of a specific deal, click the eye icon next to the deal in the list. This opens the Deal Profile, where you can see all relevant information such as the associated account, amount, due date, and more.

From the Deal Profile, You Can:

• Edit: Modify the deal details as needed. You can later track changes you have made to the deal under logged changes
• Download Document: Access and download any pdf templates created for the deal.

• Track Sales: View any deals that have been successfully converted into sales. This section provides insights into the progression of the deal and its impact on revenue.

  
  To convert a deal into a sale, click on the deal record and select the "Transfer to Sale" option from the bulk actions menu. This action automatically populates the sale module with the deal's data, enabling you to seamlessly document deals or offers that have been successfully converted into sales.
   

• Add Payments: Record payments made for the deal. This helps maintain an up-to-date record of the financial status associated with the offer.

 Note: Deal templates can be customized to align with specific business requirements through the administration section. To customize a deal template:

• Navigate to Administration‣Documents ‣Templates ‣Deals.
• Modify existing templates or create new ones.

 Click here to learn more about deal templates.

Customizing the Deal Form

To customize the fields visible in the Deal form:

1. Go to Settings‣Form Type‣Deal.
2. Enable/Disable Fields:
   • In this section, you can choose which fields should be visible or hidden in the Deal form.
   • Fields that can be customized include:
     • Company
     • Location
     • Date and Timelines
     • Product and Pricing
     • And more…

Multi-Currency Support

Composity allows you to manage deals in multiple currencies. This feature is essential for businesses operating in international markets. You can select the currency for each deal, and the system will handle conversion rates automatically based on the predefined exchange rates.

Discount & Tax Management

• Discounts: Apply line-level discounts to individual items within a deal.
• Taxes: Define taxes to be applied at the item level or overall for the deal.